| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,972 | $677,780 | $524,546 | -$153,234 | -22.61% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 3,101 | $211,767.29 | $311,030.3 | $99,263.01 | 46.87% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,482 | $837,923.67 | $902,230.34 | $64,306.67 | 7.67% |
Jeff Ameen Spire Wealth Management | 47 | $3,882.72 | $4,999.39 | $1,116.67 | 28.76% |
Ryan Charles Stout Theory Financial LLC | 49,392 | $3.44M | $5.21M | $1.77M | 51.61% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,000 | $204,870 | $300,900 | $96,030 | 46.87% |
Bill McVay Red Tortoise LLC | 390 | $26,633.1 | $39,113.1 | $12,480 | 46.86% |
Missy Straw Nilsine Partners LLC | 12,306 | $1.68M | $1.24M | -$440,338.35 | -26.25% |
Benjamin Cauley Carr Financial Group Corp. | 3,308 | $325,557.82 | $339,086.54 | $13,528.72 | 4.16% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,967 | $2.79M | $2.83M | $38,338.39 | 1.37% |
Bert D. Barre Colonial Trust Co. / SC | 200 | $26,322 | $20,964 | -$5,358 | -20.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,475 | $609,987 | $468,487.75 | -$141,499.25 | -23.2% |
Bradley H. Owens LJI Wealth Management, LLC | 2,325 | $200,705 | $235,848 | $35,143 | 17.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,472 | $1.88M | $3.32M | $1.44M | 76.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 320 | $40,563 | $34,038.4 | -$6,524.6 | -16.09% |
KKM Financial LLC KKM Financial LLC | 3,149 | $162,542.35 | $323,969.12 | $161,426.77 | 99.31% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,638 | $228,992 | $266,517.14 | $37,525.14 | 16.39% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 6,687 | $337,760.35 | $698,791.5 | $361,031.15 | 106.89% |
Heather Scully NWF Advisory Services Inc. | 2,175 | $296,474 | $218,647.53 | -$77,826.47 | -26.25% |
| FG Fabian Guerra Guerra Advisors Inc. | 2,724 | $160,607.03 | $286,701 | $126,093.97 | 78.51% |